Your employees contribute to your company’s success. Thus you want to attract and retain the best employees possible, with a great value-added retirement benefit plan that shows that you care about their future. In addition to specialized knowledge of pension and retirement vehicles, our Group Retirement Consulting team has extensive experience in the financial services industry, including:
Your Custom-Designed Program
- PIB Financial will help you determine what type of retirement plan best meets your objectives and the needs of your employees
- With our business know-how and program expertise, as well as information gained from our consultation with you, we help you make the most of innovative products and technological advancements (such as Internet and telephone access to member accounts).
Retirement Program Administration
- To take the pressure off you and your already busy staff, we can help coordinate many of the administrative details. For example:
- employee enrolment
- monthly remittance of contributions
- quarterly individual account statements
- annual information returns
- legislative compliance issues
Strategic Planning For Retirement
- Our credentialed Group Retirement Consulting Team will provide employees with personalized advice to help determine the most appropriate investment portfolio
- We will help employees monitor their progress towards meeting their retirement goals.
- We will provide employees preparing for retirement with a Retirement Income Roadmap™ outlining potential income from all sources.
Employee Communication
- As deemed appropriate, we coordinate, develop, and deliver seminars for your employees.
Monitoring Your Program
- We monitor your program so it continues to work optimally for you with respect to:
- Pricing (Is it appropriate for your needs?)
- Investment fund selection and ongoing performance
- Technological advancements that ease your administrative duties
- Communication for you and your members
How can this unique investment program achieve your corporate goals?
- Lower investment management fees!
- No front or back-end sales charges!
- No deferred sales charges (DSCs)!
- No minimum investment!
- PAC (Pre-Authorized Chequing)!
- Spousal RRSPs!
- Consolidated statements!
- Toll free phone support and 24/7 online account access!
